See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,082 | $54,229-24.2% | $70,092-41.4% | $68,494-40.0% |
| Participation rate | 86.4% | 64.5%+21.9pp | 70.5%+15.9pp | 67.9%+18.5pp |
| Annual return | -13.97% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,400 | $2,018+18.9% | $2,559-6.2% | $2,596-7.5% |
| Participant deferral / active EE | $5,928 | $2,956+100.6% | $3,849+54.0% | $4,027+47.2% |
| Admin fee / account holder | $6,963 | $4,694+48.3% | $6,267+11.1% | $5,403+28.9% |